The fee estimator is being updated
Our fee schedule changed for clients who sign on or after October 1, 2026, and the calculator is being rebuilt to match. Until it is back, the current schedule is on the Pricing page:
- Sailor (planning, non-discretionary): $2,500 a quarter ($10,000 a year), plus 0.35% a year on advised investment assets and 0.15% on other advised assets above the first $1,000,000. Initial plan fee $3,500 to $6,000. Minimum $10,000 a year.
- Settler (wealth management): 1.00% on the first $1,500,000, 0.70% from $1,500,001 to $3,000,000, 0.50% above $3,000,000. Initial engagement fee $3,500 to $6,000. Minimum $15,000 a year. Personal US and Spain return invoices covered up to $3,000 a year.
- Total ongoing fee capped at $50,000 per household per year. No minimum engagement term.
Fees are negotiable and may vary based on complexity, scope of services and client circumstances. Lower fees for comparable services may be available from other sources. Full details are in our Form ADV Part 2A.